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Name Holding Trade Value Shares
Change
Change in
Stake
RWS
601
Retirement Wealth Solutions
Wisconsin
$1.27K
AA
602
Addison Advisors
Vermont
$1.1K -$566 -7 -35%
CFM
603
Cornerstone Financial Management
Massachusetts
$1.1K
NEWAS
604
N.E.W. Advisory Services
Wisconsin
$1.1K
RWM
605
Rialto Wealth Management
New York
$1.1K +$485 +6 +86%
SC
606
SouthState Corp
Florida
$1.1K +$1.05K +13 New
NB
607
NBT Bank
New York
$1.01K
BIM
608
Breakwater Investment Management
Washington
$1.01K +$970 +12 New
CCMI
609
Creative Capital Management Investments
California
$1.01K +$970 +12 New
CAL
610
Capital Advisors Ltd
Ohio
$1K +$81 +1 +6%
AW
611
Avion Wealth
Texas
$1K +$1.05K +13 +217%
LI
612
LRI Investments
Florida
$930 +$889 +11 New
FNWA
613
Financial Network Wealth Advisors
Utah
$846
HFS
614
Hughes Financial Services
Virginia
$846 +$647 +8 +400%
PS
615
Planning Strategies
Pennsylvania
$846 +$809 +10 New
National Bank of Canada
616
National Bank of Canada
Quebec, Canada
$844 -$5.74K -71 -88%
ACA
617
American Capital Advisory
Idaho
$762 +$404 +5 +125%
CFD
618
Creative Financial Designs
Indiana
$761 -$404 -5 -36%
CPG
619
Cornerstone Planning Group
New Jersey
$592 +$647 +8 New
ANBT
620
American National Bank & Trust
Texas
$590
PWMG
621
Prestige Wealth Management Group
New Jersey
$508 -$4.04K -50 -89%
AUB
622
Atlantic Union Bankshares
Virginia
$508
MCM
623
MV Capital Management
Maryland
$508
BGAI
624
Bruce G. Allen Investments
Colorado
$423
QWM
625
Quaker Wealth Management
New Jersey
$423 +$81 +1 +25%